The Premier Industry Event of the Year
Join us at IPAVision 2023, the premier industry event of the year, where influential leaders and stakeholders gather for product education, real-time analysis of industry trends, and the latest updates on regulatory and legislative issues. Immerse yourself in insightful discussions led by industry thought-leaders on the current state of the market and economy. Stay informed about cutting-edge product innovations, investment strategies and technologies that are revolutionizing the industry, while taking advantage of maximum networking opportunities at the brand new luxurious Omni PGA resort. Space is limited - register today.
500
100
WHO SHOULD ATTEND
ASSET MANAGERS | BROKER-DEALERS | RIAs | INDUSTRY PARTNERS | FINTECH | LAW FIRMS |
Registration
IPA MEMBERS / NON-MEMBERS
GENERAL SESSIONS / NETWORKING
IPA Members: $1,299
Non-Members: $2,499
BROKER-DEALERS / RIAs ONLY
INCLUDES DUE DILIGENCE SYMPOSIUM
Broker-Dealer/RIAs:
Complimentary
Limited to 2 broker-dealers/RIAs per firm. Please see travel policy below. Multiple sponsors will cover the costs of registration, hotel and flight as a bona fide due diligence expense.

DOWNLOAD EVENT APP
MOBILE APP HOW-TO GUIDE
The IPAVision 2023 app is the easiest way to stay in-the-know and to connect with fellow attendees. The app will be your go-to guide for the event agenda, real-time notifications, attendee list, maps and more.
How To Download
The buttons below will take you to the mobile app download page in your provider's app store. You can also search "IPA Events" in your provider's app store to download the app.
Please note: Once you download the mobile app, use the email address you used to register, as this will be the key to granting you access.

WHAT TO EXPECT
Knowledge and Networking
Get ready for an exceptional educational experience. Wondering what to expect? Relive the remarkable moments and highlights from last year’s IPAVision by exploring our conference recap, featuring agenda and speaker highlights, and photo galleries.
IPAVISION 2023 ATTENDING FIRMS
ASSET MANAGERS | BROKER-DEALERS | RIAs | INDUSTRY PARTNERS | FINTECH
ADISA
Advisor Asset Management
Advisor Group
AEI Capital Corporation
AGES Financial Services Ltd
Alliance160 LLC
Alliance Global Partners
Alston & Bird LLP
Alternative Investment Exchange (AIX)
American Portfolios Financial Services Inc.
Ameriprise Financial
AMG
AOG Institutional Diversified Fund (AOGFX)
AOG Wealth Management
Apollo Global Management
Ares Management Corporation
Ares Wealth Management Solutions
Armstrong Teasdale LLP
Ashford Hospitality Trust
Ashford Inc.
Avantax Wealth Management
Axxes Capital LLC
Baker & McKenzie LLP
Bank of America Merrill Lynch
Bates Group
Beneficient
BlackRock
Blackstone
Blue Owl
Bluerock
Blue Vault
Bourbon Financial
Bressler Amery & Ross
Broadridge Financial Solutions, Inc.
Brookfield Asset Management
Brookfield Oaktree Wealth Solutions
BV Capital
Cabot Lodge Securities, LLC
CAIS
Calamos Investments
Cambridge Investment Research Inc.
Cantor Fitzgerald
Capital Square
Capright
Carter Exchange
Carter Funds
Cavria Advisors, LLC
Cetera Financial Group
CIM Group
CION Investments
Clifford Chance US LLP
CNB Custody
CNL
Cohen & Steers
Commerce Street Investments
Commonwealth Financial Network
Computershare
Concept Capital
Cottonwood
Crawford 1031 Advisors
Crescent Securities Group, Inc.
Crow Holdings Capital Partners, L.L.C.
D.H. Hill Securities, LLLP
Deloitte & Touche LLP
DGB Consulting
DLA Piper LLP US
DLP Capital
DTCC – AIP
DWS RREEF Property Trust
Eagle Point Credit Management LLC
Emerson Equity, LLC
Envision Financial System, Inc.
EQT Exeter
EQT Partners Inc
Eventus Advisory Group
Eversheds Sutherland (US) LLP
ExchangeRight Real Estate
FactRight, LLC
Fidelity Investments
Fortress Investment Group
Forum Capital Advisors
FourStar Wealth Advisors
Franklin Templeton Alternative Investments
FS Investments
George Mason University
Georgetown University – Real Estate Investment Trusts
Gladstone Securities
Great Lakes Fund Solutions, Inc.
Griffin Capital Company, LLC
Groom Law Group
High Speed Alliance
Hines Securities, Inc.
Houlihan Lokey
Humphreys Capital
iCapital
IDB Capital
Independent Board Member and Advisor
Independent Contractor
Inland Private Capital Corporation
Inland Real Estate Investment Corporation
Inland Securities Corporation
Integras Partners
Intel Corporation
Invesco Real Estate
Investment Planners Inc.
iownit
J.P. Morgan Asset Management
JABOY Wealth Management
JLL Income Property Trust
John Hancock Investment Management
Juniper Square Capital
Kennedy Lewis Investment Management
Kingswood U.S.
KKR & Co. (Kohlberg, Kravis, Roberts & Co.)
Kunzman & Bollinger, Inc.
Kutak Rock LLP
LaSalle Investment Management
Lighthouse Life
LODAS Securities, LLC.
LPL Financial LLC
Macquarie
Maynard Nelsen
Maynard Nexsen PC
McCarthy and Goff
Mediant Communications, LLC
Merchants Capital Trust
Mick Law P.C.
Morgan Stanley Wealth Management
Morris, Manning & Martin, LLP
Morrison & Foerster LLP
NAI Legacy
Nelson Mullins Riley & Scarborough LLP
Newbridge Securities
NexPoint
Nobles & Richards, Inc.
North Square Investments
Nuveen
Opto Investments
Orchard Securities
Oxford Risk
Pacific Oak Capital Markets
Peachtree Hotel Group
PGIM Real Estate
Phoenix American
Preferred Capital Securities
Raymond James Alternative Investments
Real Assets Advisor
RealBlocks
Redbrick LMD, LLC
Rep Driven Results, LLC
Robert A. Stanger & Co., Inc.
Robertson Stephens
RREEF Property Trust
Sanctuary Wealth
Sculptor Capital Management
Sealy & Company
Sealy Investment Securities, LLC
Seasons Investments, LLC
Sequence Financial Specialists LLC
Seyfarth Shaw LLP
SFA Partners
Silver Point Capital
Simpson Thacher & Bartlett LLP
Skyway Capital Markets
SmartStop Self Storage
Snyder Kearney, LLC
SS&C Technologies Inc.
Starwood Capital
StratCap
Strategic Blueprint, LLC
Stroock & Stroock & Lavan LLP
Tensaw Legacy Wealth, LLC
Texas State Securities Board
The Bowman Law Firm, LLC
The DI Wire
The Merchants Financial Group, Ltd.
The Real Estate Roundtable
Thompson Hines
Tradesk Securities, Inc.
Trinity Investors
Triton Pacific Securities
Troutman Pepper
Ultimus Fund Solutions, LLC
UMB Fund Services
Urban Catalyst
Urban Catalyst Funds
US Chamber of Commerce
Vanderbilt Financial Group
Venable LLP
Venture.co Holdings, Inc.
WealthForge Technologies, LLC (Altigo)
WealthShield
Westwood Holdings Group, Inc.
White River Private Capital
Wilbanks Partners LLC
(And More Registering Daily)
HOTEL & LOCATION
Omni PGA Frisco Resort
At the heart of modern golf culture, the brand new Omni PGA Frisco Resort delights from tee time to cocktail hour. The expansive resort offers 500 thoughtfully-appointed guestrooms and suites, 10 exclusive ranch houses and golf play through Fields Ranch - two 18-hole championship courses designed by acclaimed golf course architects Gil Hanse and Beau Welling.
Address: 4341 PGA Parkway, Frisco (Dallas Area), Texas 75033 (Map)
Discount Hotel Rate: $379 + tax/per night
**The IPA room block has now closed. To make your reservation, kindly contact the hotel directly at 469-305-4500**




DUE DILIGENCE SYMPOSIUM
Exclusive Product Updates
IPAVision’s Due Diligence Symposium is an exclusive opportunity to leverage the insights of key executives from the following leading product sponsors in an intimate, small-group format. Open to broker-dealers and RIAs, join us for a close examination on current and future offerings.

AGENDA
Check back regularly for updates
8:00 a.m. – 2:00 p.m.
IPA Golf Outing (Invitation Only)
1:00 p.m.
Registrations Opens
3:00 p.m. – 5:45 p.m.
Due Diligence Sessions (Attendees: Broker/Dealers, RIAs, and Presenting Sponsors Only)
6:00 p.m. – 8:00 p.m.
Reception & Dinner (IPA Attendees Only)
7:00 p.m.
Dine Arounds
7:00 a.m. – 8:00 a.m.
Networking Breakfast & Exhibits
8:00 a.m. – 10:00 a.m.
Due Diligence Sessions (Attendees: Broker/Dealers, RIAs, and Presenting Sponsors Only)
9:30 a.m. – 12:30 p.m.
IPA Board of Directors Meeting (Invitation Only)
10:00 a.m. – 12:30 p.m.
Rising Leaders Council Program
12:30 p.m. – 1:30 p.m.
Networking Lunch (IPA
1:45 p.m. – 3:45 p.m.
Due Diligence Sessions (Attendees: Broker/Dealers, RIAs, and Presenting Sponsors Only)
3:00 p.m.
Registration Opens
5:00 p.m. – 5:15 p.m.
Anya Coverman
President & CEO,
IPA
Travis J. Iles
Securities Commissioner,
Texas State Securities Board
5:20 p.m. – 5:50 p.m.
Join us for an illuminating session as we analyze the latest findings and emerging trends from a comprehensive survey conducted by highly regarded industry veteran, Mark Goldberg.
In this presentation, Mark will shed light on the challenges and opportunities faced by institutions in today’s evolving alternatives investment landscape, present key insights from his cutting-edge survey and explore emerging market dynamics. As the alternatives industry undergoes unprecedented changes, staying abreast of emerging patterns and customer preferences has never been more critical.
During this session, Mark will expound upon the initial survey results that he presented at IPA Summit, providing additional data, fresh insights and observations to today’s market trends.
Mark Goldberg
Independent Director – Senior Advisor
5:50 p.m. – 6:50 p.m.
Moderator
Mark Goldberg
Independent Director – Senior Advisor
Michael Gaviser
Managing Director, Head of Alternative Investments and Private Markets, Morgan Stanley
Head of Alternative Investments,
Bank of America Merrill Lynch
VP, Alternative Investments,
Fidelity Investments
Senior VP, Investment Product Management,
LPL Financial
7:30 a.m. – 8:30 a.m.
Networking Breakfast & Exhibits
8:30 a.m. – 8:35 a.m.
Opening Remarks
Anya Coverman
President & CEO,
IPA
Chirag Bhavsar
IPA Chair-Elect,
Co-CEO, CNL Financial Group
8:35 a.m. – 9:25 a.m.
Keynote Presentation: Greg Davies, Head of Behavioural Finance, Oxford Risk
Greg Davies
Head of Behavioural Finance,
Oxford Risk
9:30 a.m. – 10:30 a.m.
Behind the Data: Exploring Capital Markets, Fundraising and Performance in 2023 and Beyond
Kevin Gannon
Mike Kell
Kevin Bradburn
10:30 a.m. – 11:15 a.m.
Networking Break & Exhibits
11:15 a.m. – 12:00 p.m.
Smart Money: AI (Artificial Intelligence) and the Future of AI (Alternative Investments)
Moderator
Jason Goode
Partner, Alston & Bird LLC
Opto Investments
Glenn Hopper
Director / CFO & Author,
Eventus Advisory Group
Gil Haddad
Head of Advanced Strategies and Research,
Fidelity
Brian Knight
Director of Innovation and Governance and a Senior Research Fellow,
George Mason University
12:00 p.m. – 12:10 p.m.
DEI Showcase
12:10 p.m. – 12:30 p.m.
Awards Ceremony
12:30 p.m. – 2:00 p.m.
Networking Lunch & Exhibits
2:00 p.m. – 2:45 p.m.
Education Breakouts
TRACK #1
Moderator
Ali Connaughton
Partner, Morrison & Foerster LLP
Doug Krupa
Managing Director, Co-Head of Private Wealth Partners, KKR & Co. Inc.
Dustin Norris
President, Head of Distribution, and Chief Product Strategist, NexPoint
Ben Wells
Partner,
Simpson Thacher & Bartlett
TRACK #2
Navigating the Fractured Landscape: Insights into Social Investing and Conduct Standards
Moderator
Mark Quinn
Director of Regulatory Affairs, Cetera Financial Group
Valerie Mirko
Partner & Co-leader Securities Regulation & Litigation Practice, Armstrong Teasdale
Michelle Kelley
SVP, Deputy General Counsel and Chief Privacy Officer,
Commonwealth Financial Network
Thomas Roberts
TRACK #3
Pathways to Retirement Security: Exploring Alternatives for Retirement Savers
Moderator
Kevin Walsh
Principal, Groom Law Group
Jeff Taylor, CFA
Partner, Head of Product Ares Wealth Management Solutions,
Ares Management
James Hannigan
Managing Director,
Apollo Global Management
Stuart Odell
Former Assistant Treasurer, Retirement Investments,
Intel Corporation
2:45 p.m. – 3:00 p.m.
Networking Break & Exhibits
3:00 p.m. – 4:00 p.m.
Deep Dive Breakouts
TRACK #1
Distribution Partner Roundtable
Brad Sussman
Vice President, Product Development and Research Alternative Investments, Global Wealth Solutions, Raymond James
Patrick McGowan
Managing Director, Head of Alternative Investments,
Sanctuary Wealth
TRACK #2
Tax Policy Issues to Watch
Moderator
Daniel Cullen
Partner, Baker & McKenzie LLP
Carolyn Bidwell
Head of US Tax,
Brookfield Asset Management
Michael Anthony
Managing Director,
Blackstone
Steven Schneider
Partner,
Stroock & Stroock & Lavan LLP
Ryan P. McCormick
Senior Vice President & Counsel,
The Real Estate Roundtable
TRACK #3
NASAA and the Future of State Regulation
Moderator
Gina Gombar
VP, Government Affairs and Associate General Counsel, IPA
Ronak V. Patel
Principal,
Bressler Amery & Ross
Marc B. Minor
Senior Counsel,
Thompson Hines LLP
David M. Minnick
Arbitrator, Mediator, Securities Industry Consultant, Bates Group
4:00 p.m. – 4:30 p.m.
Networking Break & Exhibits
6:30 p.m.
Dine Arounds
8:00 a.m. – 9:00 a.m.
Networking Breakfast
8:00 a.m. – 9:00 a.m.
Diversity, Equity & Inclusion Committee Networking Breakfast
9:00 a.m. – 10:00 a.m.
RIA Speaks: Bringing to View the Insights of Unique RIAs, RIA Aggregators, and Family Offices
Moderator
Brendan Cuddihy
Chief Operating Officer, CAIS
Oksana Poznak
Director, Strategic Partnerships,
Santuary Wealth
Stuart Katz
Chief Investment Officer, Principal,
Robertson Stephens
Michael Mansur, CFP
Founding Advisor at CAP
Clifford A. Lipscomb, Ph.D., MRICS
Chief Investment Officer,
High Speed Alliance
Arthur Loyd
Due Diligence Officer,
SFA Partners
10:00 a.m. – 10:15 a.m.
Networking Break
10:15 a.m. – 11:45 a.m.
IPA Committee Meetings
10:15 a.m. – 11:45 a.m.
National Accounts Meeting
Event Sponsors
SPONSOR NOW
Sponsorship Opportunities
The IPA is looking forward to one of its most engaging and interactive conferences of the year. As an IPA event sponsor, your organization will receive maximum visibility and promotion through a variety of marketing materials, member communications, event signage and social coverage.
Don't miss this exclusive opportunity for marketing exposure throughout the event.
APPLICATIONSPONSORSHIP DETAILSFor more information on sponsorships, email Megan Gavin or call (202) 548-7187.
Or schedule a meeting to discuss how an IPA sponsorship can benefit your firm!




CANCELLATION AND SUBSTITUTION POLICY
Registration cancellations made on or before Tuesday, September 5, 2023, will receive a full refund minus a $100 processing fee. No refunds will be issued for cancellations received after Tuesday, September 5, 2023. All substitutions must be approved by IPA. Registrations may not be transferred to other IPA events.
DISTRIBUTION PARTNER ATTENDANCE POLICY
Registration for IPAVision 2023 and Due Diligence Symposium is limited to executives of registered broker-dealers and investment advisers who manage product approval and due diligence officers, who hold an active securities license with FINRA, the U.S. Securities and Exchange Commission and/or a state securities agency.
**Registration is not intended for registered representatives or investment adviser representatives.**
Complimentary attendance is offered to eligible attendees. Eligible attendees may qualify for complimentary hotel rooming and transportation related expenses, up to $500, applicable to air, train and/or car travel for up to two (2) individuals per firm (for a total of $1,000 per firm). IPA will cover a maximum of two (2) rooming nights based on qualified event attendance per person. You will be notified by IPA staff if more than two (2) representatives are registered from the same firm.
Hotel, airfare, and similar charges are paid for by IPA sponsor members as part of a qualified due diligence event, based on the understanding that registrants will attend all assigned event sessions and other activities as may be specified. IPA reserves the right not to refund amounts, or any portion thereof, of any registrant who does not adhere to its attendance requirements.
Transportation:
The IPA covers up to $500 in travel costs. Travel should be booked by the individual. The IPA processes reimbursements after your attendance has been confirmed at the event. If traveling by air, travel reimbursement will be based on Main Cabin travel only.
Hotel Rooming Policy:
DO NOT BOOK YOUR HOTEL DIRECTLY. IPA make your hotel reservations based information entered during registration. Charges will only be incurred for incidentals, additional rooming beyond two days or if you do not show up/cancel your room. Your room must be cancelled 72 hours prior to your arrival date for no charge to be incurred. If you must cancel, please notify ewills@ipa.com or 202-548-7191.